Deanna Harless
Advisor at Bernard Wealth Management Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Bernard Wealth Management Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Royal Oak, MI 48067
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Deanna Harless is a CFP® with 15 years of industry experience, currently serving at Bernard Wealth Management Corp. She has previously worked at Creative Planning, LLC, Securities America Inc., and Future Benefits Corporation. Harless holds Series 63 and Series 65 licenses. Bernard Wealth Management serves individual and high-net-worth clients, businesses, and corporate retirement plans by providing discretionary portfolio management, retirement plan consulting, and standalone financial planning. The firm employs IPS-driven strategies using model portfolios of mutual funds, ETFs, and select individual stocks, with fixed income allocations that include government, investment-grade, municipal, and high-yield securities.
Based on Bernard Wealth Management Corp.
Financial planning services generally billed at a flat fee of $2,500
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.85% annually
$300 per hour for limited scope financial planning services
Account minimum: $250,000 Fee-only: Standard financial planning fee is $2,500 flat fee; hourly planning services at $300/hour
360 N. Main St., Suite 430
Royal Oak, MI 48067
Michigan · Texas
Bernard Wealth Management
2023 - Present (3 years)
Creative Planning, LLC
2022 - 2023 (1 year)
Bernard Wealth Management Corp.
2018 - 2022 (4 years)
Securities America Inc.
2016 - 2018 (2 years)
Future Benefits Corporation
2014 - 2016 (2 years)
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Is not active or affiliated with:
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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